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Upland Software
UPLD

Overview Fund Activity

159 hedge funds and large institutions have $1.02B invested in Upland Software in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 63 reducing their positions, and 40 closing their positions.

Holders
159
Holders Change
-17
Holders Change %
-9.66%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
23
Increased
49
Reduced
63
Closed
40
Calls
$47.5M
Puts
$6.53M
Net Calls
+$41M
Net Calls Change
-$13.4M

Top Buyers

1
RA
1
Royce & Associates
New York
$84.2M
2
BCA
2
Bernzott Capital Advisors
California
$26.2M
3
WA
3
Wasatch Advisors
Utah
$67.7M
4
PCP
4
P2 Capital Partners
New York
$52.5M
5
MFWM
5
Motley Fool Wealth Management
Virginia
$7.18M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$21M
2
SAM
2
Silvercrest Asset Management
New York
$0
3
Swedbank
3
Swedbank
Sweden
$36.3M
4
GEH
4
General Equity Holdings
New York
$7.11M
5
PCM
5
Portolan Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM Investment Management
26
WCM Investment Management
California
$11.1M +$431K +10,471 +4%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$11.1M +$6.53M +158,498 +143%
WCA
28
Whetstone Capital Advisors
Kansas
$10.5M -$1.96M -47,530 -16%
RCMC
29
RK Capital Management (Colorado)
Colorado
$9.75M -$1.4M -34,000 -13%
SI
30
Scout Investments
Missouri
$8.95M -$689K -16,746 -7%
MPAM
31
Monarch Partners Asset Management
Massachusetts
$7.93M +$1.68M +40,925 +27%
Charles Schwab
32
Charles Schwab
California
$7.58M +$269K +6,526 +4%
MFWM
33
Motley Fool Wealth Management
Virginia
$7.18M +$7.18M +174,313 New
GEH
34
General Equity Holdings
New York
$7.11M -$8.65M -210,000 -55%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$6.66M +$1.22M +29,698 +23%
ORI
36
Oak Ridge Investments
Illinois
$6.16M -$197K -4,793 -3%
Ameriprise
37
Ameriprise
Minnesota
$5.88M -$285K -6,922 -5%
TCM
38
Thames Capital Management
New Jersey
$5.87M – – –
Victory Capital Management
39
Victory Capital Management
Texas
$5.59M -$281K -6,832 -5%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.44M – – –
HCM
41
Hodges Capital Management
Texas
$5.36M +$1.62M +39,335 +43%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$5.35M +$1.1M +26,691 +26%
1CM
43
1492 Capital Management
Wisconsin
$5.33M +$14K +340 +0.3%
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
$5.32M +$1.07M +25,965 +25%
Morgan Stanley
45
Morgan Stanley
New York
$5.17M +$4.18M +101,441 +418%
JAM
46
Jupiter Asset Management
United Kingdom
$4.97M – – –
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.93M -$1.48M -35,951 -23%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$4.91M -$2.65M -64,448 -35%
RJA
49
Raymond James & Associates
Florida
$4.82M +$3.49M +84,810 +262%
Renaissance Technologies
50
Renaissance Technologies
New York
$4.72M +$712K +17,300 +18%
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